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August 28 2024 01:08 PM
CrowdStrike Q2 better-than-expected, sees subscription revenue hit due to outage
CrowdStrike said it will take a $30 million subscription revenue impact for the third quarter and each of the remaining fiscal quarters in the fiscal year due to its recent outage....
August 28 2024 01:08 PM
Salesforce Q2 revenue growth 8%, touts Agentforce, CFO Weaver to step down
Salesforce reported better than-expected second-quarter results but revenue growth was up 8%. CFO Amy Weaver will also step down.
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August 28 2024 10:08 AM
Supermicro's really bad, horrible week
Supermicro said it won't be able to file its annual report on time quot;without unreasonable effort or expensequot; because it needs to assess its quot;internal controls over finan...
August 28 2024 08:08 AM
Nvidia shows H200 systems generally available, highlights Blackwell MLPerf results
The general availability of H200-powered systems comes as Nvidia released MLPerf Inference v4.1 benchmarks for its Hopper architecture and its first Blackwell platform submission.
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Insights News
September 30, 2026
Caterpillar's AI autonomy efforts accelerate, but domain knowledge drives returns
Caterpillar said its autonomous equipment efforts are accelerating, but the company is focused on using its domain knowledge as the differentiation as it trains models.
Larry Dignan
Insights News
October 5, 2026
CarMax aims to advance AI and bridge digital and store experiences
CarMax is leveraging Auros, which can now add human intelligence to AI and digital experiences.
Larry Dignan
Insights News
September 30, 2026
How Capital One evaluates, governs its AI agents
Capital One walked through how it is evaluating and governing AI agents in production at scale. The company built its own system architecture to wrangle its agents.
Larry Dignan
Insights News
October 2, 2026
McDonald’s strategy bets on AI, digital capabilities
McDonald's laid out its three year roadmap with a plan called McDonald's Next that includes a heavy dose of AI, an $8.5 billion investment in improvements and 250 basis points of restaurant efficiencies.
Larry Dignan
Insights News
July 26, 2026
How UnitedHealth Group sets its AI stack, targets 1,000 use cases
UnitedHealth Group has more than 1,000 AI use cases in play, key technology partnerships and a solid governance framework. The bet: AI returns on individual use cases can add up to millions of dollars and ultimately billions of dollars that UnitedHealth's scale.
Larry Dignan
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